Reducing Your Tax Bill - Part One
Reducing Your Tax Bill - Part One

Reducing Your Tax Bill - Part One

sway house fan

16 min
Business & Finance
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<p>The “Tax-Man” cometh! As this tax season proceeds ever forward, many investors are asking themselves the same question - “am I going to take a large tax-hit this year?” We cannot say how much you’ll be taxed on your present investments. But, we believe it’s possible to structure your portfolio in a manner that mitigates tax-loss, and, leaves more money in your respective pockets. Joining us today is Philip McDonald, CFA, CAIA, Symmetry’s Managing Director of Research and Investments & Glenn Shirley, CAIA, Head of Investor Relations for Quantinno, to explain how investors can more effectively structure their portfolios and avoid an excess of taxation.</p> <p>If you have any questions or would like more information, reach out to us at <a title="Contact Us" href= "https://symmetrypartners.com/contact-us/">https://symmetrypartners.com/contact-us/</a></p> <p>You can also find us on Facebook, YouTube, Twitter, and LinkedIn. As always, we remain invested in your goals.</p> <div class="xgmjVLxjqfcXK5BV_XyN">Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss.</div> <div class="xgmjVLxjqfcXK5BV_XyN">Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions.</div> <div class="xgmjVLxjqfcXK5BV_XyN"> </div> <div class="xgmjVLxjqfcXK5BV_XyN">Please note the material is provided for educa

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